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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,795 | $83,045-53.3% | $130,026-70.2% | $71,495-45.7% |
| Participation rate | 61.7% | 74.1%-12.4pp | 78.5%-16.8pp | 67.9%-6.2pp |
| Annual return | 15.44% | 20.61%-5.2pp | -137.26%+152.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,099 | $2,623-58.1% | $4,321-74.6% | $2,589-57.6% |
| Participant deferral / active EE | $1,802 | $4,436-59.4% | $5,821-69.0% | $4,291-58.0% |
| Admin fee / account holder | $1,573 | $1,727-8.9% | $10,608-85.2% | $1,588-0.9% |